1,270 hedge funds and large institutions have $55B invested in KLA in 2023 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 459 increasing their positions, 460 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,270
Holders Change
+52
Holders Change %
+4.27%
% of All Funds
20.25%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.54%
New
137
Increased
459
Reduced
460
Closed
74
Calls
$637M
Puts
$688M
Net Calls
-$50.7M
Net Calls Change
+$31.3M
Name Holding Trade Value Shares
Change
Shares
Change %
ET
1051
Equitable Trust
Tennessee
$230K +$22.5K +49 +11%
JAG
1052
Journey Advisory Group
Kentucky
$230K +$9.63K +21 +4%
LCM
1053
Lewis Capital Management
California
$229K
CPA
1054
Court Place Advisors
Maryland
$229K
ESCM
1055
Echo Street Capital Management
New York
$227K +$6.42K +14 +3%
TA
1056
TruWealth Advisors
Louisiana
$227K
JSW
1057
Journey Strategic Wealth
New Jersey
$227K -$64.2K -140 -22%
BHWM
1058
Bar Harbor Wealth Management
New Hampshire
$225K +$4.59K +10 +2%
PWMG
1059
Provence Wealth Management Group
California
$225K +$225K +490 New
AM
1060
AGF Management
Ontario, Canada
$224K +$224K +489 New
CBA
1061
Coastal Bridge Advisors
Connecticut
$223K
DWM
1062
Drive Wealth Management
Utah
$223K +$21.6K +47 +11%
FL
1063
Fort LP
Maryland
$222K +$222K +485 New
CWP
1064
Concord Wealth Partners
Virginia
$222K -$4.59K -10 -2%
Cohen & Steers
1065
Cohen & Steers
New York
$222K -$193K -420 -46%
LIM
1066
Leavell Investment Management
Alabama
$221K +$24.4K +53 +12%
CWM
1067
Centurion Wealth Management
Virginia
$221K +$221K +482 New
PCIG
1068
Partners Capital Investment Group
Massachusetts
$220K +$220K +480 New
WFAG
1069
Wescott Financial Advisory Group
Pennsylvania
$219K
WF
1070
Welch & Forbes
Massachusetts
$219K -$5.05K -11 -2%
C
1071
Certuity
Florida
$218K -$112K -245 -34%
KFGK
1072
Keystone Financial Group (Kentucky)
Kentucky
$217K +$5.5K +12 +3%
AAP
1073
Arax Advisory Partners
Colorado
$216K +$39.5K +86 +22%
EWP
1074
Elevation Wealth Partners
California
$215K
SQA
1075
Simon Quick Advisors
New Jersey
$215K +$215K +468 New